Observatory · observe first

Follow the allocation change

Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.

Historical time machine

Historical observation

20182026

Universe›Financials›Regional Banks›Regional Banks

1 · Sector

Weight and 12M allocation change

Information Technology26.9%+26.90 pp Health Care15.8%+15.74 pp Industrials12.3%+12.31 pp Consumer Discretionary7.4%+7.35 pp Consumer Staples7.1%+7.09 pp Communication Services4.5%+4.49 pp Materials3.3%+3.27 pp Real Estate3.1%+3.13 pp Utilities3.0%+2.97 pp Energy2.4%+2.40 pp Financials14.3%-85.64 pp

2 · Industry

Inside Financials

Insurance Brokers0.54%-99.36 pp Diversified Banks4.94%+4.93 pp Transaction & Payment Processing Services2.63%+2.63 pp Investment Banking & Brokerage1.43%+1.43 pp Financial Exchanges & Data1.09%+1.09 pp Property & Casualty Insurance0.89%+0.89 pp Consumer Finance0.81%+0.81 pp Asset Management & Custody Banks0.71%+0.70 pp Life & Health Insurance0.55%+0.55 pp Regional Banks0.42%+0.42 pp Multi-line Insurance0.23%+0.23 pp Reinsurance0.04%+0.04 pp Multi-Sector Holdings0.00%+0.00 pp

3 · Sub-industry

Inside Regional Banks

Regional Banks0.42%+0.420 pp

Broad

The gain is shared across much of the industry.

View all contributions →

Regional Banks · weight

0.42%

Industry change · 12M

+0.42 pp

Regional Banks · contribution

+0.420 pp

Company participation

100%

of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jun 2021 · sorted by absolute contribution to 12-month change

Company	Country	Market cap	Universe weight	3M contribution	12M contribution	12M price return	Above 6M weight average
Fifth Third Bancorp → FITB	United States	$26.9bn	0.095%	+0.043 pp	+0.095 pp	+105.8%	Yes
KeyCorp → KEY	United States	$20.0bn	0.071%	+0.033 pp	+0.071 pp	+77.0%	Yes
Citizens Financial Group → CFG	United States	$19.5bn	0.069%	+0.032 pp	+0.069 pp	+90.8%	Yes
Regions Financial Corporation → RF	United States	$19.4bn	0.068%	+0.030 pp	+0.068 pp	+88.3%	Yes
M&T Bank → MTB	United States	$18.7bn	0.066%	+0.028 pp	+0.066 pp	+44.5%	Yes
Huntington Bancshares → HBAN	United States	$14.5bn	0.051%	+0.020 pp	+0.051 pp	+65.4%	Yes

Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.